Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Core bond # in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN | MAITLAND FL | 498 | $39.1M | $3.2M |
| 2 | PACESETTER STEEL SERVICE, INC. PACESETTER STEEL SERVICE, INC. PROFIT SHARING RETIREMENT PLAN | KENNESAW GA | 106 | $13.6M | $1.0M |
| 3 | INLET HEALTH, INC. INLET HEALTH 401(K) PLAN |
ELIZABETHTOWN KY |
| 678 |
| $12.3M |
| $87K |
| 4 | MAYO EMPLOYEES FEDERAL CREDIT UNION MAYO EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN | ROCHESTER MN | 123 | $5.9M | $47K |
